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As Branch Manager and Investment Advisor at TD Wealth Private Investment Advice, I have been providing comprehensive wealth management advice and solutions to individuals, small business owners, and their families for over 20 years. I am committed to providing exceptional service to each of the families I work with. I will work with you to develop a customized investment strategy – one that’s right for you and your family’s unique needs and goals. The heart of my business is building strong one-on-one relationships with each client by listening to their needs, sharing information and maintaining ongoing contact. All this helps to ensure that your investment strategy remains flexible enough to move with you through each stage of your life.
Helping you develop and manage your investment portfolio is just the beginning of what I can offer you. I can call upon other TD resources needed to help develop fully integrated wealth management solutions. This can encompass retirement planning, estate planning business succession planning, tax management, insurance solutions, and many other key areas to help secure you and your loved ones' financial future.
I obtained an Honours Bachelor of Commerce Degree at Lakehead University and hold the Certified Financial Planner & Chartered Accountant designations, as well I am an accredited Portfolio Manager.
Each week I publish an article in Thunder Bay’s newspaper, The Chronicle Journal, to highlight particular areas of interest.
My wife Sheri and I have been married since 1983; we have two children Paul and Madelyn. We love living on the shore of Lake Superior in beautiful Northwestern Ontario.
I look forward to building a relationship with you for years to come.
Toll Free: (888) 566-1333
Fax: (807) 346-1310
Branch Office: (807) 346-1300
Branch Fax: (807) 346-1310
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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